A 2.5 day workshop that challenges your firm’s up-and-coming leaders to run a simulated brokerage that competes in a virtual marketplace. In teams of four, participants experience an entirely different level of decision-making, with a 360 degree perspective on the brokerage value chain – from customer segment analysis and lead source management to financial management and producer competency.

Performance is evaluated, leadership styles are examined and one winning team per region will move on to our national championship at the 2016 Insurance Leadership Forum.

Firms are encouraged to send teams of 2 or 4 emerging leaders (high-potential employees with less than five years of experience in key organizational roles) to any regional competition site (you do not necessarily have to send your team to the nearest region). Here are some of the titles of past participants:

Producer

Mktg. Specialist/Producer

Client Executive

Practice Manager

Assoc. Gen. Counsel

Managing Director

Dir. of Quality and Compliance

Financial Management

Financial Statement Analysis

Financial Ratio Analysis

Equity management

Sales office decisions

Competitive analysis

Lead source management

Production analysis

Customer management

Customer segment analysis

Customer contribution profit & margin

Customer satisfaction

Carrier management

A "total agency" perspective so you can Lead vs. Manage the business

How to apply proven business and management topics to agency operations

How to think strategically and analyze complex business issues

How to analyze key financial statements including income statement, balance sheet, and cash flow statement

How to measure success using financial ratios and KPIs including production ratios, expense ratios, Trust ratio, segment profitability, and EBITDA.

How decisions in one function impact the entire agency (integrated decision making)